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Portland Global Advisors’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History

Portland Global Advisors’s Portfolio XJH Stock Details XJH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$706K Sell
13,535
-100
-0.7% -$4.94K 0.07% 93
2026
Q1 		$619K Sell
13,635
-700
-5% -$32.8K 0.07% 87
2025
Q4 		$640K Hold
14,335
– – 0.07% 85
2025
Q3 		$629K Hold
14,335
– – 0.07% 88
2025
Q2 		$595K Buy
14,335
+955
+7% +$37.5K 0.07% 89
2025
Q1 		$523K Sell
13,380
-1,600
-11% -$66.6K 0.07% 84
2024
Q4 		$627K Sell
14,980
-60
-0.4% -$2.6K 0.08% 81
2024
Q3 		$636K Buy
15,040
+150
+1% +$6.12K 0.08% 87
2024
Q2 		$589K Buy
14,890
+150
+1% +$5.94K 0.08% 86
2024
Q1 		$606K Buy
+14,740
New +$567K 0.08% 84

Other funds holding XJH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Portland Global Advisors's XJH Position: Q2 2026 in Review

Portland Global Advisors reduced its iShares ESG Screened S&P Mid-Cap ETF (XJH) stake by 0.73% in Q2 2026, selling an estimated $4.94K and leaving 13,535 shares worth $706K. The position accounts for 0.07% of the portfolio, ranked #93.

Portland Global Advisors first reported a position in XJH in Q1 2024 and has held it in 10 quarters since. 194 funds tracked by Wall St. Rank hold XJH as of Q2 2026.

  • Portland Global Advisors held 13,535 shares of iShares ESG Screened S&P Mid-Cap ETF worth $706K as of Q2 2026.
  • Portland Global Advisors sold 100 iShares ESG Screened S&P Mid-Cap ETF shares in Q2 2026, an estimated $4.94K.
  • iShares ESG Screened S&P Mid-Cap ETF made up 0.07% of Portland Global Advisors's portfolio in Q2 2026, its #93 holding.
  • Portland Global Advisors first reported a position in iShares ESG Screened S&P Mid-Cap ETF in Q1 2024 and has held it in 10 quarters since.
  • 194 funds tracked by Wall St. Rank held iShares ESG Screened S&P Mid-Cap ETF as of Q2 2026.

Based on Portland Global Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.